Posts tagged investment
Family office investment leaders gather in Melbourne

September 2026

Now in its fourth year and with nine events hosted, Global Investment Institute's Family Office Investment Forum series continues to be well supported by family office investment leaders who enjoy sharing perspectives and experiences privately under Chatham House Rule, with no media.

Every family office is unique, but we know their investment teams have more in common with each other than they do with any other investor community in Australia.

This is why family office investment leaders deserve their own private gatherings, distinct from other investors, and we’re delighted to provide this opportunity for them to connect.

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Adam Deering, Aware Super - Portfolio Manager

September 2026

Global Investment Institute congratulates Adam Deering on his promotion to the Portfolio Manager role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Adam served as Associate Portfolio Manager at Aware Super, having joined the fund in 2023.

We wish Adam all the best in his new role and continued success to the team at Aware Super.

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Alexandra Bennett, Aware Super – Associate Portfolio Manager, Credit Income

September 2026

Global Investment Institute congratulates Alexandra Bennett on her promotion to the Associate Portfolio Manager, Credit Income role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Alexandra served as Senior Investment Analyst, Credit Income at Aware Super, having joined the fund in 2023.

We wish Alexandra all the best in her new role and continued success to the team at Aware Super.

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Stephen Liu, Aware Super – Senior Portfolio Analyst, Private Equity

September 2026

Global Investment Institute congratulates Stephen Liu on his promotion to the Senior Portfolio Analyst, Private Equity role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.

Most recently, Stephen served as Portfolio Analyst, Private Equity at Aware Super, having joined the fund in 2023.

We wish Stephen all the best in his new role and continued success to the team at Aware Super.

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Min Fu, Hostplus – Investment Specialist

September 2026

Global Investment Institute congratulates Min Fu on her appointment to the Investment Specialist role at Hostplus.

Hostplus is one of the largest super funds in Australia with ~A$156 billion in funds under management and over 1.94 million members.

Most recently, Min served as Investment Analyst, Alternative, Private Market and Real Assets at TelstraSuper.

We wish Min all the best in her new role and continued success to the team at Hostplus.

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Anthony Fazzolari, HESTA – Senior Investment Analyst, Growth Assets

September 2026

Global Investment Institute congratulates Anthony Fazzolari on his promotion to the Senior Investment Analyst, Growth Assets role at HESTA.

HESTA is an Australian industry superannuation fund with ~A$105 billion in assets under management and over ~1.1 million members.

Prior to his promotion, Anthony served as Investment Analyst, Listed Assets, having joined the fund in 2020.

We wish Anthony all the best in his new role and continued success to the team at HESTA.

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Anika Choudhury, Australian Retirement Trust – Senior Portfolio Manager, Private Equity

September 2026

Global Investment Institute congratulates Anika Choudhury on her promotion to the Senior Portfolio Manager, Private Equity role at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper, with more than ~A$370 billion in assets under management and over 2.4 million members.

Prior to her promotion, Anika served as Portfolio Manager, Private Equity at ART, having joined the fund in 2025.

We wish Anika all the best in her new role and continued success to the team at ART.

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Sam Brodie, NZ Super Fund – Head of Strategic Tilting

September 2026

Global Investment Institute congratulates Sam Brodie on his promotion to the Head of Strategic Tilting role at NZ Super Fund.

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has ~NZ$95 billion in assets under management.

Prior to his promotion, Sam served as Portfolio Manager, Strategic Tilting at NZ Super Fund, having joined the fund in 2013.

We wish Sam all the best in his new role and continued success to the team at NZ Super Fund.

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Maguire Lim, HESTA – Senior Investment Analyst, Portfolio Strategy

September 2026

Global Investment Institute congratulates Maguire Lim on his promotion to the Senior Investment Analyst, Portfolio Strategy role at HESTA.

HESTA is an Australian industry superannuation fund with ~A$105 billion in assets under management and over ~1.1 million members.

Prior to his promotion, Maguire served as Investment Analyst at HESTA.

We wish Maguire all the best in his new role and continued success to the team at HESTA.

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Senior promotions at Frontier Advisors

September 2026

Global Investment Institute congratulates Adrian Hoe and Isabella Milazzo on their promotions at Frontier Advisors as Principal Consultant and Senior Consultant, respectively.

Frontier Advisors have been advising Australian institutional investors for almost thirty years. They provide advice on A$900 billion of assets across the superannuation, charity, public sector, insurance and higher education sectors.

Our congratulations to both Adrian and Isabella, and best wishes for continued success to the team at Frontier Advisors.

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Jeremy Goh, VFMC – Portfolio Manager, Hedge Funds

September 2026

Global Investment Institute congratulates Jeremy Goh on his promotion to the Portfolio Manager, Hedge Funds role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Prior to his promotion, Jeremy served as Assistant Portfolio Manager, Absolute Returns at VFMC, having joined the organisation in 2017.

We wish Jeremy all the best in his new role and continued success to the team at VFMC.

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Ligia Zevallos, VFMC – Portfolio Manager, Hedge Funds

September 2026

Global Investment Institute congratulates Ligia Zevallos on her appointment to the Portfolio Manager, Hedge Funds role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Most recently, Ligia served as Associate Portfolio Manager, Equity Insights and Exposure Management at HESTA, having joined the fund in 2018.

We wish Ligia all the best in her new role and continued success to the team at VFMC.

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